See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $67,466 |
LAKESIDE WEALTH MANAGEMENT2 years Service code 16 · EIN 20-4455433 | Consulting | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,791 | $66,601-34.2% | $92,893-52.9% | $67,579-35.2% |
| Participation rate | 93.8% | 72.5%+21.3pp | 76.0%+17.8pp | 71.3%+22.5pp |
| Annual return | 5.87% | 92.58%-86.7pp | 109.41%-103.5pp | 378.56%-372.7pp |
| Employer contribution / active EE | $1,250 | $2,775-55.0% | $3,653-65.8% | $2,148-41.8% |
| Participant deferral / active EE | $2,882 | $3,157-8.7% | $4,236-32.0% | $3,539-18.6% |
| Admin fee / account holder | $276 | $199+38.5% | $5,794-95.2% | $142+93.7% |